Geneos Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20.2K | Sell |
415
-405
| -49% | -$19.7K | ﹤0.01% | 2028 |
|
2025
Q1 | $27.9K | Buy |
820
+415
| +102% | +$14.1K | ﹤0.01% | 2187 |
|
2024
Q4 | $15.9K | Sell |
405
-100
| -20% | -$3.94K | ﹤0.01% | 1837 |
|
2024
Q3 | $23.7K | Sell |
505
-375
| -43% | -$17.6K | ﹤0.01% | 1501 |
|
2024
Q2 | $47.5K | Buy |
880
+9
| +1% | +$486 | ﹤0.01% | 1089 |
|
2024
Q1 | $59.4K | Buy |
871
+311
| +56% | +$21.2K | ﹤0.01% | 1011 |
|
2023
Q4 | $35.1K | Hold |
560
| – | – | ﹤0.01% | 1178 |
|
2023
Q3 | $25.4K | Sell |
560
-1
| -0.2% | -$45 | ﹤0.01% | 1291 |
|
2023
Q2 | $31.5K | Buy |
561
+355
| +172% | +$19.9K | ﹤0.01% | 1231 |
|
2023
Q1 | $9.32K | Hold |
206
| – | – | ﹤0.01% | 1573 |
|
2022
Q4 | $8.37K | Sell |
206
-335
| -62% | -$13.6K | ﹤0.01% | 1579 |
|
2022
Q3 | $35K | Sell |
541
-590
| -52% | -$38.2K | ﹤0.01% | 1142 |
|
2022
Q2 | $72K | Sell |
1,131
-7
| -0.6% | -$446 | ﹤0.01% | 1128 |
|
2022
Q1 | $71K | Sell |
1,138
-644
| -36% | -$40.2K | ﹤0.01% | 1219 |
|
2021
Q4 | $135K | Buy |
1,782
+15
| +0.8% | +$1.14K | 0.01% | 1057 |
|
2021
Q3 | $196K | Buy |
1,767
+1
| +0.1% | +$111 | 0.01% | 865 |
|
2021
Q2 | $275K | Buy |
1,766
+65
| +4% | +$10.1K | 0.01% | 725 |
|
2021
Q1 | $223K | Hold |
1,701
| – | – | 0.01% | 920 |
|
2020
Q4 | $194K | Buy |
1,701
+580
| +52% | +$66.1K | 0.01% | 836 |
|
2020
Q3 | $94K | Hold |
1,121
| – | – | ﹤0.01% | 963 |
|
2020
Q2 | $82K | Buy |
1,121
+400
| +55% | +$29.3K | ﹤0.01% | 1006 |
|
2020
Q1 | $30K | Sell |
721
-400
| -36% | -$16.6K | ﹤0.01% | 1335 |
|
2019
Q4 | $73K | Buy |
1,121
+100
| +10% | +$6.51K | ﹤0.01% | 1069 |
|
2019
Q3 | $43K | Hold |
1,021
| – | – | ﹤0.01% | 1259 |
|
2019
Q2 | $48K | Hold |
1,021
| – | – | ﹤0.01% | 1209 |
|
2019
Q1 | $36K | Hold |
1,021
| – | – | ﹤0.01% | 1296 |
|
2018
Q4 | $27K | Buy |
1,021
+821
| +411% | +$21.7K | ﹤0.01% | 1367 |
|
2018
Q3 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 1909 |
|
2018
Q2 | – | Sell |
-548
| Closed | -$25K | – | 2265 |
|
2018
Q1 | $25K | Buy |
+548
| New | +$25K | ﹤0.01% | 1293 |
|